• Manage and maintain prospect profiles;

• Manage prospect registration;

• Integration to Receivables Management (AR) Module of Financial Management (FIN) Suite for customer registration;

• Manage and maintain customer profiles;

• Monitor status of customer (e.g. “Active”, “Blacklisted”, “Ex”, “Inactive”);

• Organize corporate customers in hierarchical structures for better tracking and understanding of internal and external relationships within customers;

• Access to caller history and case resolution patterns;

• Access all customer related documents (e.g. sales orders, call histories, contact reports, etc) from a single central source;

• Support mass import and export of customer contacts;

• Monitor prospect conversion rate and analyze customer relationship patterns.

• Track sales leads and the progress of each potential deal (from lead generation, prospect building, first offer, negotiation to closing) with Kanban View option;

• Track deal owners (including partners and agents), prospect information, sales activities and memos associated with the deal;

• Supports both direct marketing and tender (where contracts are offered competitively to multiple prospects) methods for customer acquisition;

• Option of publishing available property units and utility pricing plans/ promotions to the Marketing Portal (M&P-P);

• For real estate leases, easily locate suitable units for prospective tenants with powerful vacancy search functionalities; units with special conditions like reservation and first-right-of-refusal from existing leases will be blocked;

• For utility contracts, match suitable pricing plans to prospective customers based on their requirements;

• Track history of offer terms and conditions during negotiation stage;

• Support multiple types of tenders, including: closed (invited) and open tender based on price and/or quality, as well as reverse auction based only on price;

• Define schedule for tender exercises;

• Provide option to mask tenderer identities and pricing;

• Define and manage complex tender approval processes with configurable tender evaluation and tender board rules and approval hierarchies;

• Support electronic bid submission via Marketing Portal (M&P-P);

• From sales opportunities in closure stage (e.g. tender award), trigger generation of Letter of Offer in the Real Estate Lease Management (REL) Suite;

• Automate computation of partner & agent commissions for each successful offer acceptance, and link to Payables Management (AP) Module of Financial Management (FIN) Suite to automatically process commission payment and credit for your marketing partners and agents.

• Manage and maintain marketing partner corporate profiles, including geographical and portfolio coverage;

• Associate and track individual agents to the marketing partners;

• Track historical wins, commission pay outs and claw backs of each partner and their agents;

• Manage your marketing agreements with your marketing partners;

• Define commission structures (including computation formulas) and multiple levels of pay out;

• Define claw back provisions for pre-terminated leases.

• Option of an Agent Portal (MA-P) for marketing partners and their agents to register their prospects, book viewings, reserve units, as well as view commission pay out and claw back histories.

• Define different categories of cases (for example: service tickets, fault reports, service requests, incident reports) with multiple levels of severity or importance;

• Configure different routing, approval and dispatch processes for each case category and each severity level;

• Allows cases to be logged via multiple channels, for example by customer service officers (CSO) through the backend CC web application, by customers directly through the Customer Care Portal or Mobile App, by automated rules triggered by an alarm from an OT system;

• Supports “screen pop” function that identify callers with native CC interface to call center telephony (CTI) systems using established TAPI connectors;

• CSOs can access a central repository of caller and problem histories;

• Dispatch cases to relevant field officers and technicians and receive field acknowledgements via multiple two-way channels, including mobile app push notification, SMS, WhatsApp, email and robocall;

• Configure multiple levels of escalation (for example to backup officers and supervisors) in case of missed service response to dispatch;

• Create SLAs for each department and types of service;

• Configure variable timings for escalation milestones;

• Define rules for unlimited levels of service escalation;

• Track time-stamps for milestones achieved by staff and vendors;

• Design, schedule and analyze client surveys.

• Option of a Customer Care Portal (CC-P) and Mobile App (m-CC) for your customers to directly access the CC Module online to log cases, check on resolution status, and communicate with your CSOs.